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Dimensional Inflation-Protected Securities ETF (DFIP) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$192.04M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$36.43M
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DFIP Institutional Buying and Selling by Quarter

Dimensional Inflation-Protected Securities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Scratch Capital LLC234,900$9.82M8.0%+25.0%1.055%
7/11/2025Physician Wealth Solutions Inc.350,435$14.65M6.8%-0.3%1.573%
7/11/2025Farther Finance Advisors LLC3,107$130K0.0%N/A0.014%
7/10/2025 Wealth Enhancement Advisory Services LLC30,059$1.25M0.0%-2.4%0.135%
7/9/2025 Krilogy Financial LLC104,458$4.37M0.3%+1.6%0.469%
7/9/2025 Market Street Wealth Management Advisors LLC290,171$12.13M2.0%+2.2%1.303%
7/9/2025 HFG Wealth Management LLC10,920$460K0.3%+2.3%0.049%
7/8/2025 Henrickson Nauta Wealth Advisors Inc.64,038$2.68M0.9%+15.1%0.288%
7/8/2025 Apella Capital LLC167,513$6.98M0.2%+0.9%0.755%
7/3/2025 CPA Asset Management LLC432,044$18.06M7.6%+2.3%1.961%
6/27/2025Goldman Sachs Group Inc.118,619$5.00M0.0%+60.6%0.539%
5/30/2025Porter White Investment Advisors Inc.45,172$1.90M0.9%N/A0.214%
5/21/2025Geneos Wealth Management Inc.4,302$181K0.0%N/A0.020%
5/19/2025Jane Street Group LLC8,796$370K0.0%N/A0.042%
5/16/2025Goldman Sachs Group Inc.118,619$5.00M0.0%+60.6%0.561%
5/16/2025Jones Financial Companies Lllp2,877$121K0.0%N/A0.014%
5/16/2025NewEdge Advisors LLC31,474$1.33M0.0%+14.2%0.149%
5/15/2025EP Wealth Advisors LLC4,692$198K0.0%+7.6%0.022%
5/15/2025Focus Partners Advisor Solutions LLC28,763$1.21M0.0%+28.4%0.136%
5/15/2025Royal Bank of Canada15,742$663K0.0%+8.5%0.074%
5/15/2025Betterment LLC8,565$361K0.0%+19.9%0.040%
5/15/2025Tortoise Investment Management LLC20,888$880K0.1%+12.0%0.099%
5/14/2025CreativeOne Wealth LLC22,020$927K0.0%+24.6%0.104%
5/14/2025Entrewealth LLC48,074$2.02M1.6%+33.1%0.227%
5/14/2025Hill Investment Group Partners LLC789,684$33.25M4.6%-1.0%3.734%
5/14/2025Sax Wealth Advisors LLC5,393$227K0.0%N/A0.025%
5/14/2025Flow Traders U.S. LLC66,440$2.80M0.1%-37.1%0.314%
5/13/2025Vestmark Advisory Solutions Inc.8,021$338K0.0%+36.2%0.038%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors21,503$906K0.1%+27.6%0.102%
5/12/2025Berger Financial Group Inc4,898$206K0.0%-13.0%0.023%
5/12/2025Townsquare Capital LLC8,224$346K0.0%N/A0.039%
5/9/2025Pinney & Scofield Inc.400,986$16.89M12.2%+14.1%1.896%
5/9/2025Geometric Wealth Advisors497,976$20.97M3.6%+10.4%2.354%
5/9/2025Hemington Wealth Management719,376$30.29M4.7%+189.6%3.401%
5/9/2025Exencial Wealth Advisors LLC46,780$1.97M0.1%+7.8%0.221%
5/9/2025Plan Group Financial LLC136,740$5.76M2.1%+11.3%0.647%
5/9/2025Strategic Investment Solutions Inc. IL813$34K0.0%-75.1%0.004%
5/7/2025AWM Capital LLC77,540$3.27M0.4%+6.3%0.367%
5/7/2025Nemes Rush Group LLC2,453$103K0.0%+153.1%0.012%
5/7/2025Drive Wealth Management LLC8,453$356K0.1%-8.4%0.040%
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5/6/2025Physician Wealth Solutions Inc.351,418$14.80M7.4%-1.0%1.662%
5/5/2025IFP Advisors Inc100,791$4.24M0.1%-9.8%0.477%
5/5/2025Nwam LLC39,665$1.67M0.1%+15.0%0.188%
5/2/2025Midwest Heritage Bank FSB8,013$337K0.1%-59.7%0.038%
5/2/2025Forum Financial Management LP85,798$3.61M0.1%+3.9%0.406%
5/2/2025Concord Wealth Partners1,190$50K0.0%N/A0.006%
5/2/2025MB Generational Wealth LLC5,369$226K0.2%N/A0.025%
5/2/2025Larson Financial Group LLC234,463$9.87M0.5%-10.2%1.109%
5/2/2025SageOak Financial LLC9,686$408K0.4%-2.6%0.046%
5/1/2025Austin Wealth Management LLC241,472$10.07M2.0%+8.7%1.142%
4/30/2025Vestia Personal Wealth Advisors27,193$1.15M0.9%+6.8%0.129%
4/30/2025TRU Independence Asset Management 2 LLC39,498$1.66M1.2%-27.7%0.187%
4/30/2025Stratos Investment Management LLC326,994$13.77M0.7%+6.2%1.546%
4/30/2025Core Wealth Management Inc.209,407$8.82M3.4%+3.9%0.990%
4/29/2025Envestnet Asset Management Inc.18,554$781K0.0%+29.4%0.088%
4/29/2025Sterling Financial Planning Inc.125,011$5.26M1.9%+29.5%0.591%
4/28/2025Sensible Financial Planning & Management LLC.185,332$7.81M1.6%+6.7%0.876%
4/28/2025TCP Asset Management LLC34,298$1.44M0.3%+11.2%0.162%
4/25/2025Yardley Wealth Management LLC241,401$10.17M6.0%-11.7%1.141%
4/25/2025Northwest Wealth Management LLC16,684$703K0.1%-10.2%0.079%
4/25/2025Root Financial Partners LLC27,670$1.17M0.1%-9.8%0.131%
4/24/2025Heirloom Wealth Management1,025,828$43.20M12.4%-2.4%4.850%
4/23/2025Onyx Financial Advisors LLC25,565$1.08M0.6%+4.9%0.121%
4/23/2025Saxony Capital Management LLC53,086$2.24M2.0%+236.6%0.251%
4/23/2025Leading Edge Financial Planning LLC357,263$15.05M4.7%+3.3%1.691%
4/23/2025PBMares Wealth Management LLC30,926$1.30M0.3%-1.1%0.146%
4/23/2025Blossom Wealth Management6,886$290K0.6%+25.6%0.033%
4/23/2025Crewe Advisors LLC945$40K0.0%N/A0.004%
4/22/2025JFS Wealth Advisors LLC3,901$164K0.0%N/A0.018%
4/22/2025Spinnaker Investment Group LLC6,531$275K0.1%-26.4%0.031%
4/22/2025Aspire Private Capital LLC10,969$462K0.1%+2.6%0.052%
4/22/2025XY Planning Network Inc.17,895$754K0.5%+1.7%0.085%
4/21/2025 CPA Asset Management LLC422,132$17.78M7.8%+0.3%1.998%
4/18/2025 Market Street Wealth Management Advisors LLC284,005$11.96M2.0%+0.3%1.344%
4/18/2025Planning Center Inc.849,966$35.79M4.2%+12.7%4.023%
4/18/2025Five Oceans Advisors246,180$10.37M5.0%-26.3%1.165%
4/17/2025BCU Wealth Advisors LLC83,097$3.50M1.8%-7.1%0.393%
4/17/2025 Stewardship Advisors LLC9,850$415K0.1%+15.7%0.047%
4/17/2025 Dynamic Advisor Solutions LLC15,384$648K0.0%+17.9%0.073%
4/17/2025Scratch Capital LLC187,869$7.91M8.2%+27.6%0.889%
4/16/2025 Krilogy Financial LLC102,776$4.33M0.3%+5.0%0.486%
4/16/2025David Wealth Management LLC143,012$6.02M5.0%-1.2%0.677%
4/16/2025Fortitude Family Office LLC145,975$6.15M2.2%+39.2%0.691%
4/15/2025FMB Wealth Management29,874$1.26M0.7%+23.1%0.141%
4/15/2025Total Wealth Planning LLC29,592$1.25M0.2%+2.4%0.140%
4/15/2025Two West Capital Advisors LLC6,983$287K0.2%-29.5%0.033%
4/15/2025Visionary Horizons LLC12,655$533K0.4%+3.9%0.060%
4/15/2025Vestment Financial LLC123,462$5.21M3.7%+4.6%0.584%
4/14/2025 Henrickson Nauta Wealth Advisors Inc.55,634$2.29M0.9%+30.8%0.263%
4/11/2025KFG Wealth Management LLC190,357$8.02M1.5%+6.9%0.901%
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4/10/2025Firethorn Wealth Partners LLC13,936$587K0.3%-7.2%0.066%
4/10/2025 Apella Capital LLC166,051$6.90M0.2%+13.5%0.786%
4/10/2025Level Financial Advisors187,253$7.89M2.7%+14.9%0.886%
4/8/2025Shearwater Capital LLC39,539$1.67M1.2%+2.1%0.187%
4/8/2025 HFG Wealth Management LLC10,675$432K0.3%+6.4%0.051%
3/17/2025 Wealth Enhancement Advisory Services LLC30,924$1.25M0.0%-3.9%0.151%
2/27/2025XY Planning Network Inc.17,602$713K0.5%N/A0.133%
2/20/2025Forum Financial Management LP82,555$3.34M0.1%+0.4%0.625%
2/19/2025Pinney & Scofield Inc.351,400$14.23M11.0%N/A2.662%
2/18/2025Monograph Wealth Advisors LLC110,067$4.46M0.6%+10.1%0.834%
(Data available from 1/1/2016 forward)

DFIP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFIP shares?

During the previous two years, 137 institutional investors and hedge funds held shares of Dimensional Inflation-Protected Securities ETF. The most heavily invested institutionals were Heirloom Wealth Management ($43.20M), Planning Center Inc. ($35.79M), Hill Investment Group Partners LLC ($33.25M), Hemington Wealth Management ($30.29M), Geometric Wealth Advisors ($20.97M), CPA Asset Management LLC ($18.06M), and Pinney & Scofield Inc. ($16.89M).Learn more on Dimensional Inflation-Protected Securities ETF's institutional investors.

Which institutional investors have been buying Dimensional Inflation-Protected Securities ETF's stock?

Of the 124 institutional investors that purchased Dimensional Inflation-Protected Securities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Heirloom Wealth Management ($944.31K), Hemington Wealth Management ($621.45K), Pinney & Scofield Inc. ($400.99K), Physician Wealth Solutions Inc. ($326.46K), Market Street Wealth Management Advisors LLC ($278.65K), Yardley Wealth Management LLC ($273.50K), and Geometric Wealth Advisors ($251.39K).

How much institutional buying is happening at Dimensional Inflation-Protected Securities ETF?

Institutional investors have bought a total of 4,649,233 shares in the last 24 months. This purchase volume represents approximately $192.04M in transactions.

Which of Dimensional Inflation-Protected Securities ETF's major shareholders have been selling company stock?

Of the 42 institutional investors that sold Dimensional Inflation-Protected Securities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Larson Financial Group LLC ($122.36K), Five Oceans Advisors ($87.88K), Wealth Enhancement Advisory Services LLC ($81.77K), TRU Independence Asset Management 2 LLC ($69.09K), Klingman & Associates LLC ($55.08K), Spinnaker Investment Group LLC ($54.57K), and Saxony Capital Management LLC ($52.11K).

How much institutional selling is happening at Dimensional Inflation-Protected Securities ETF?

Institutional investors have sold a total of 881,568 shares in the last 24 months. This volume of shares sold represents approximately $36.43M in transactions.


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This page (NYSEARCA:DFIP) was last updated on 7/11/2025 by MarketBeat.com Staff
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